HNWA
Henrickson Nauta Wealth Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Sell |
707
-6
| -0.8% | -$5.38K | 0.22% | 44 |
|
|
2025
Q1 | $469K | Buy |
713
+7
| +1% | +$4.6K | 0.19% | 44 |
|
|
2024
Q4 | $445K | Sell |
706
-2
| -0.3% | -$1.26K | 0.18% | 49 |
|
|
2024
Q3 | $549K | Buy |
708
+2
| +0.3% | +$1.55K | 0.22% | 42 |
|
|
2024
Q2 | $582K | Hold |
706
| – | – | 0.25% | 41 |
|
|
2024
Q1 | $485K | Hold |
706
| – | – | 0.21% | 43 |
|
|
2023
Q4 | $411K | Hold |
706
| – | – | 0.2% | 48 |
|
|
2023
Q3 | $324K | Hold |
706
| – | – | 0.2% | 41 |
|
|
2023
Q2 | $343K | Hold |
706
| – | – | 0.23% | 37 |
|
|
2023
Q1 | $282K | Hold |
706
| – | – | 0.2% | 41 |
|
|
2022
Q4 | $266K | Sell |
706
-81
| -10% | -$30.6K | 0.21% | 41 |
|
|
2022
Q3 | $238K | Buy |
787
+1
| +0.1% | +$302 | 0.23% | 37 |
|
|
2022
Q2 | $251K | Hold |
786
| – | – | 0.23% | 35 |
|
|
2022
Q1 | $288K | Hold |
786
| – | – | 0.24% | 31 |
|
|
2021
Q4 | $307K | Buy |
+786
| New | +$307K | 0.25% | 30 |
|